Bank of Montreal’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Bank of Montreal’s Portfolio HEAL Stock Details HEAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-15,686	Closed	-$463K	–	4004
2024 Q3	$463K	Buy	15,686 +14,978	+2,116%	+$413K	﹤0.01%	2473
2024 Q2	$19.6K	Hold	708	–	–	﹤0.01%	3584
2024 Q1	$20.4K	Sell	708 -25,029	-97%	-$714K	﹤0.01%	3614
2023 Q4	$794K	Sell	25,737 -6,048	-19%	-$162K	﹤0.01%	2192
2023 Q3	$1.1M	Buy	31,785 +30,852	+3,307%	+$988K	﹤0.01%	2001
2023 Q2	$33.1K	Hold	933	–	–	﹤0.01%	3665
2023 Q1	$32.8K	Hold	933	–	–	﹤0.01%	3442
2022 Q4	$33.8K	Sell	933 -50	-5%	-$1.76K	﹤0.01%	3611
2022 Q3	$38	Hold	983	–	–	﹤0.01%	3686
2022 Q2	$36	Hold	983	–	–	﹤0.01%	3679
2022 Q1	$44K	Sell	983 -333	-25%	-$14.4K	﹤0.01%	3811
2021 Q4	$66K	Hold	1,316	–	–	﹤0.01%	3195
2021 Q3	$70K	Buy	1,316 +318	+32%	+$17.6K	﹤0.01%	3510
2021 Q2	$59K	Buy	998 +7	+0.7%	+$398	﹤0.01%	3401
2021 Q1	$58K	Buy	991 +758	+325%	+$46.4K	﹤0.01%	3637
2020 Q4	$14K	Buy	+233	New	+$12.5K	﹤0.01%	4576

Other funds holding HEAL

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal's HEAL Position: Q4 2024 in Review

Bank of Montreal sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q4 2024, closing a stake of 15,686 shares — an estimated $463K sold.

Bank of Montreal first reported a position in HEAL in Q4 2020 and held it in 16 quarters. The position peaked at $1.1M in Q3 2023. 28 funds tracked by Wall St. Rank hold HEAL as of Q4 2024.

Bank of Montreal reported no remaining Global X Funds Global X HealthTech ETF position as of Q4 2024 after selling out during the quarter.
Bank of Montreal sold 15,686 Global X Funds Global X HealthTech ETF shares in Q4 2024, an estimated $463K.
Bank of Montreal first reported a position in Global X Funds Global X HealthTech ETF in Q4 2020 and held it in 16 quarters.
Bank of Montreal's Global X Funds Global X HealthTech ETF position peaked at $1.1M in Q3 2023.
28 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.